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Intervest Capital Partners LLC

● SEC registered since 2011CRD 159681SEC# 801-72908New York, NY
Export (members)
Reg. AUM
$774.5M
Employees
38
Accounts
2
Location
New York, NY

Intervest Capital Partners LLC assets under management

Intervest Capital Partners LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2011. It reports $774.5 million in regulatory assets under management and employs 38 people.

Intervest Capital Partners LLC owners & executives

11 reported
NameTitleOwnershipSince
David Russell Tipple ControlChief Operating OfficerUnder 5%2011
Intervest Consolidated Holdings LLC ControlDirect OwnerOver 75%2024
Joseph Francis Stowell III ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Intervest Capital Partners LLC manage?

Intervest Capital Partners LLC reports $774.5 million in regulatory assets under management on its Form ADV.

How many employees does Intervest Capital Partners LLC have?

Intervest Capital Partners LLC reports 38 employees.

Where is Intervest Capital Partners LLC located?

Intervest Capital Partners LLC is based in New York, NY and has been SEC-registered since 2011.

Does Intervest Capital Partners LLC disclose fund performance?

Intervest Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address425 Park Avenue, 35th Floor, New York, NY 10022
Phone212-377-0030
Fax212-359-9666
Office hours9:00a.m. - 5:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$774.5M
Non-discretionary$0
Total (RAUM)$774.5M